Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORS SERVICES LLC Service code 27 6500 ROCK SPRING DR · BETHESDA, MD 20817 | Advisory (Plan) | $13,246 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,046 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,534 | $39,458+81.3% | $60,547+18.1% | $55,191+29.6% |
| Participation rate | 78.0% | 59.6%+18.4pp | 68.0%+10.0pp | 69.2%+8.8pp |
| Annual return | -0.22% | 3.35%-3.6pp | 335.64%-335.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,003 | $1,210+148.3% | $2,419+24.1% | $1,899+58.2% |
| Participant deferral / active EE | $2,646 | $2,140+23.6% | $3,328-20.5% | $3,046-13.2% |
| Admin fee / account holder | $62 | $95-35.1% | $4,536-98.6% | $91-32.0% |